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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,664 | $76,368+149.7% | $67,681+181.7% | $154,746+23.2% |
| Participation rate | 88.9% | 79.0%+9.9pp | 73.7%+15.2pp | 80.7%+8.2pp |
| Annual return | 12.81% | 1066.77%-1054.0pp | 590.58%-577.8pp | 172.34%-159.5pp |
| Employer contribution / active EE | $6,375 | $3,151+102.3% | $2,678+138.0% | $4,379+45.6% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,192 | $8,559-4.3% | $6,100+34.3% | $14,365-43.0% |